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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

DOL issues Fiduciary Rules on Plan Investments

TAX ALERT

DOL issues Fiduciary Rules on Plan Investments

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

  • Joni Andrioff
  • |
  • July 08, 2020
IRS has granted COVID-19 relief regarding safe harbor 401(k) plans

TAX ALERT

IRS has granted COVID-19 relief regarding safe harbor 401(k) plans

Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.

  • Bill O’Malley
  • |
  • June 30, 2020
IRS gives more individuals more time to roll over RMDs

TAX ALERT

IRS gives more individuals more time to roll over RMDs

Notice 2020-51 affords welcome additional flexibility for individuals to deal with required minimum distributions they took in 2020.

  • Charlie Ratner, Rebecca Warren
  • |
  • June 26, 2020
U.S. Department of Labor proposes ESG investment regulation

TAX ALERT

U.S. Department of Labor proposes ESG investment regulation

The proposal concerns ERISA plans that make investment decisions based on environmental, social and corporate governance (ESG) factors.

  • Bill O’Malley
  • |
  • June 24, 2020
Coronavirus-related distributions and loans from retirement plans

TAX ALERT

Coronavirus-related distributions and loans from retirement plans

Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.

  • Joni Andrioff
  • |
  • June 22, 2020
IRS will allow retirement plan participants to sign elections remotely

TAX ALERT

IRS will allow retirement plan participants to sign elections remotely

Plan participants may use an electronic system facilitating remote notarization or witnessing if executed via live audio-video technology.

  • Bill O’Malley
  • |
  • June 04, 2020
IRS extends filing deadlines for Employee Benefit Plans

TAX ALERT

IRS extends filing deadlines for Employee Benefit Plans

Notice 2020-23 postpones the due date for Form 5500 (Annual Return/Report for Employer Plans) filings for some plans.

  • Joni Andrioff
  • |
  • April 13, 2020
The COVID 19 crisis: Retirement plan sponsor, employee considerations

INSIGHT ARTICLE

The COVID 19 crisis: Retirement plan sponsor, employee considerations

Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.

  • Joe Mattia, Carl Valerius
  • |
  • April 02, 2020
Implications for retirement plans from COVID-19

TAX ALERT

Implications for retirement plans from COVID-19

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.

  • Joni Andrioff, Bill O’Malley
  • |
  • March 31, 2020
Retirement Report: Second Quarter 2020

INSIGHT ARTICLE

Retirement Report: Second Quarter 2020

In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.

  • March 31, 2020